Andrew Feldman, CEO and co-founder of AI chipmaker Cerebras Systems, shared his vision for the widespread adoption of personal AI assistants in homes during TechCrunch Disrupt 2026. Feldman stated that the emergence of AI as a home appliance is approaching rapidly, citing advancements in consumer AI agents such as Meta’s Muse and the startup Instinct, which is valued at $10 billion, as indicators of growing mainstream use.
Feldman envisions these AI assistants functioning similarly to smartphones, performing some tasks locally while relying on cloud services for others. He emphasized that these assistants will develop a deep understanding of their users, operate within secure boundaries, and have capabilities like managing credit card transactions to facilitate purchases.
As a chipmaker focused on AI infrastructure, Feldman finds the prospect of consumer AI adoption promising but remains primarily engaged in building the hardware platforms that enable such technologies. He also uses multiple AI agents personally to manage his schedule and gather information ahead of meetings, highlighting how AI is already transforming routine tasks.
While Feldman is enthusiastic about the potential of AI to improve everyday life, he leaves the development of new consumer-facing applications to other innovators. His focus remains on creating the foundational technology that supports these emerging AI experiences.